Kalos Management

Kalos Management (CRD# 133025) is a financial advisory firm headquartered in Alpharetta, GA. They manage $257,967,895 in 2,879 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    2,879
    ACCOUNTS
  • Average Account Value
    $89,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Kalos Management
Showing 1 - 10 of 92 top financial advisors.
1
Brian A. Akers
CRD#: 2124313
Forest Hill, MD 21050

Brian Akers (CRD# 2124313) is an Investment Advisor Representative working at Kalos Management in Forest Hill, MD and has over 28 years of experience in the finance industry. Brian Akers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffery L. Akers
CRD#: 4276796
Forest Hill, MD 21050

Jeffery Akers (CRD# 4276796) is an Investment Advisor Representative working at Kalos Management in Forest Hill, MD and has over 18 years of experience in the finance industry.

3
Robert L. Annable
CRD#: 4657825
Scottsdale, AZ 85258

Robert Annable (CRD# 4657825) is an Investment Advisor Representative working at Kalos Management in Scottsdale, AZ and has over 9 years of experience in the finance industry.

4
Dean T. Antonopoulos
CRD#: 2249353
Carmel, IN 46032

Dean Antonopoulos (CRD# 2249353) is an Investment Advisor Representative working at Kalos Management in Carmel, IN and has over 27 years of experience in the finance industry.

5
Michael R. Baer
CRD#: 6735952
Erie, PA 16507

Michael Baer (CRD# 6735952) is an Investment Advisor Representative working at Kalos Management in Erie, PA and has 1 year of experience in the finance industry.

6
Thomas M. Baer
CRD#: 1663820
Alpharetta, GA 30005

Thomas Baer (CRD# 1663820) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 32 years of experience in the finance industry.

7
Benjamin P. Barbour
CRD#: 5948847
Reston, VA 20190

Benjamin Barbour (CRD# 5948847) is an Investment Advisor Representative working at Kalos Management in Reston, VA and has over 8 years of experience in the finance industry.

8
Ryan C. Bates
CRD#: 6347290
Alpharetta, GA 30005

Ryan Bates (CRD# 6347290) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 5 years of experience in the finance industry.

9
Joseph A. Bottani
CRD#: 4746193
Saint Louis, MO 63119

Joseph Bottani (CRD# 4746193) is an Investment Advisor Representative working at Kalos Management in Saint Louis, MO and has over 15 years of experience in the finance industry.

10
Iain L. Brackstone
CRD#: 2214750
Alpharetta, GA 30005

Iain Brackstone (CRD# 2214750) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 27 years of experience in the finance industry.

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